JRMA EMPLOYEE STOCK OWNERSHIP PLAN

[ EIN: 33-0110222 | Plan No. 002 ]

JRMA EMPLOYEE STOCK OWNERSHIP PLAN, sponsored by J.R. MILLER & ASSOCIATES, INC., appears in Form 5500 filings as a ESOP plan. The plan reported 74 participants and total assets of $1,660,603 during the 2024 reporting period.

ESOP plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: J.R. MILLER & ASSOCIATES, INC.

Location: 2700 SATURN ST, BREA, CA 92821

EIN: 330110222

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: ESOP

Participants: 74

Total Assets: $1,660,603

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